BFIM
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Beese Fulmer Investment Management’s Simon Property Group SPG Stock Holding History

Beese Fulmer Investment Management’s Portfolio SPG Stock Details SPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-350
Closed -$24K – 486
2020
Q2 		$24K Buy
+350
New +$22K ﹤0.01% 388

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Beese Fulmer Investment Management's SPG Position: Q3 2020 in Review

Beese Fulmer Investment Management sold out of Simon Property Group (SPG) in Q3 2020, closing a stake of 350 shares — an estimated $24K sold.

Beese Fulmer Investment Management first reported a position in SPG in Q2 2020 and held it in 1 quarter. The position peaked at $24K in Q2 2020. 671 funds tracked by Wall St. Rank hold SPG as of Q3 2020.

  • Beese Fulmer Investment Management reported no remaining Simon Property Group position as of Q3 2020 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 350 Simon Property Group shares in Q3 2020, an estimated $24K.
  • Beese Fulmer Investment Management first reported a position in Simon Property Group in Q2 2020 and held it in 1 quarter.
  • Beese Fulmer Investment Management's Simon Property Group position peaked at $24K in Q2 2020.
  • 671 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2020.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2020, filed 8 Oct 2020.